Pagero Autogiro Pro - Category Fields
Using the categories which can be seen along the left-hand side on the program, you can get an overview of and manage all information in the program. Pagero Autogiro Pro has a search function, which makes it easy to find the particular customer you are looking for. You can search for customer number or name, for example. Click
Search
above the category field in order to search in the relevant category.The following categories are available:
- Customers- In addition to seeing a list of all your customers, you can also search for a particular customer here.
- Consents- All existing and erroneous consents are shown here. By clicking on an erroneous consent, you can correct the error and then resend it.
- Payment assignments- List of existing and failed payment assignments. You can also correct any errors that a payment assignment contains here.
- Transaction history- Summary of the transactions that have been completed
- E-consents- All new electronic consents are shown here.
- Bankgiro number- The settings that apply to your Bank giro number are shown here.
- Company- Information about the company (the payee) is displayed here.
- Statistics- A summary of, for example, imported files, customer and payment assignment statistics, total debits/credits per day/month, is shown here.
Using the program:
Pagero Autogiro Pro always contains alternative ways of doing the same thing. One of these alternative ways is used in the instructions in the manual, but it may of course be possible that a different way is better for you. One handy tip is to always right-click where you want to make a change or similar. Suitable suggestions for the context where you right-click will usually be displayed. Two examples:
- Instead of double-clicking on a customer in order to open its dialog box, you can right-click on the customer's name and bring up a customized menu.
- Instead of going via the menu itemTools-New payment assignment-One-off assignmentwhen you want to set up a new payment assignment for an existing customer, you can double-click the customer's name or on the consent and bring up the dialog box for the customer.
In this dialog box, you can alter the personal and consent information, add new payment assignments and delete the customer from the database.
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